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Founder and president of Acquaint Financial, a firm providing independent and unbiased financial education, counseling and planning solutions to employees across Canada. All solutions are customized for organizational needs and may consist of seminars,… Read more »
Area serviced: Brampton, ON
905-595-1323 x331
My profession is a relationship financial advisor, dedicated to providing  four pillars of service; Investment, estate, tax and financial planning.  I am part of a larger team of professionals that all share the same value of quality, clear,… Read more »
Area serviced: Collingwood, ON
(705) 444-1524
I'm part of a team of financial planners who focus on generational wealth planning. Read more »
Area serviced: Sherwood Park, AB; Beaumont, AB; Edmonton, AB; Leduc, AB; Camrose, AB; Ft. Saskatchewan, AB; St. Albert, AB; Stony Plain, AB; Spruce Grove, AB; Drayton Valley, AB; Red Deer, AB; Strathcona County, AB; Legal, AB; Vermillion, AB; Morinville, AB
780-449-1487
Randy is a life experienced insurance advisor and broker.  He works with policyowners and their advisors who have plans and policies with Life Insurers, Banks, Investment Firms and Credit Unions.   My area of expertise is helping policyowners… Read more »
Area serviced: Richmond, BC; Vancouver, BC; Burnaby, BC; North Vancouver, BC; Delta, BC; Langley, BC; Coquitlam, BC; Abbotsford, BC; New Westminster, BC; Port Moody, BC; Surrey, BC; Whistler, BC; Kelowna, BC; Victoria, BC; Dawson Creek, BC; Vernon, BC
(604) 418-2186
(604) 688-7208
With 24 years of experience in the industry, I have learned that a strong planning process is the best way to create a more financially secure retirement plan. It is crucial to create a plan that seeks to protect your needs now, and that plans for the… Read more »
Area serviced: Oak Bluff, MB; Brandon, MB; Calgary, AB
204-292-7787
I am a graduate of McMaster University in Hamilton and I have been an independant financial advisor for over 20 years. I became a Certified Financial Planner 20 years ago and added my Insurance license shortly after that. I work together with my clients… Read more »
Area serviced: Brantford, ON
5197511537
Naz Sukhram Financial Services Inc and Naz Sukhram Tax and Accounting Services.We specialize in Life Insurance, Investments, Estate, taxation planning and preparation for individuals, small businesses owners and corporations. Our team has over 30 years… Read more »
Area serviced: North York, ON; Brampton, ON
4167315269
John Tabet and the Viewstone Investment Team are independent financial advisors. He brings more than 25 years of experience in financial services and wealth management, serving clients by providing perspective, plans and strategies that help individuals… Read more »
Area serviced: Oakville, ON
905-842-8288
I provide comprehensive financial planning for business professionals and their families.  By developing an overall view of your family's financial picture that encompasses your values, future milestones, and goals, I help you to protect what matters… Read more »
Area serviced: Surrey, BC; Vancouver, BC; Langley, BC; Delta, BC; Richmond, BC; White Rock, BC; Victoria, BC
6045605595
604-560-5595
Patricia Taylor, CPA is an accountant at a local licenced accounting firm that offers personal, corporate, and trust tax advice along with return preparations. We also provide review and compilation services. Read more »
Area serviced: Kingston, ON
6135424982
Shirley Tom is owner/manager of Shirley Tom Professional Corporation (est. 2005), a professional full service accounting and advisory firm located in Oakville, Ontario.  Shirley holds the designations FCPA, FCGA, LPA (Licensed Public Accountant) and… Read more »
Area serviced: Oakville, ON; Brampton, ON; Milton, ON; Halton, ON; Mississauga, ON; Burlington, ON; Metro Toronto, ON; Toronto, ON
(905)338-9500
My role at The Gryphin Advantage is to build relationships with advisors by offering coaching, mentoring and education, in order to bring value and assist them in growing their business in the most professional environment possible. Read more »
Area serviced: Toronto, ON
416 493-9977
Brent van Ryzewyk, CFP, CLU, CH.F.C., CHS., CEA. Principal, Brent is the President of the Certified Executor Advisor Network (CEAN), he also operates his financial advisory firm, Barron's Financial Group Inc. With over 36 years of professional advisory,… Read more »
Area serviced: Mississauga, ON; Calgary, AB; Vancouver, BC
905-891-9543